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Emergent Global Investments

Updated today

Client assets under management

$22,575,090

Clients

82

16% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

41

Typical

Average account size

$275,306

About

Emergent Global Investments is a small, supported advisory firm that serves individual clients (including high‑net‑worth and non‑HNW households) as well as business entities, pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary and non‑discretionary portfolio management alongside comprehensive financial planning services covering retirement, tax, estate, and risk‑management topics.

The firm’s investment process centers on customized strategic asset allocation implemented through a proprietary methodology and informed by multiple analysis techniques (fundamental, technical, quantitative, cyclical, and qualitative). Portfolios may include a broad range of vehicles — mutual funds, ETFs, domestic and foreign equities, fixed income, alternatives such as hedge funds and REITs, commodity exposures, crypto ETFs, and, for qualified clients, limited use of margin and shorting.

Noteworthy for a firm of its size, Emergent discloses personnel who are registered representatives of a broker‑dealer and formal referral/solicitor relationships, and it uses the Pontera platform to manage retirement accounts — arrangements that can involve other financial‑product activities uncommon among peers. The firm also discloses receipt of non‑transactional support and benefits from a custodian relationship and states these relationships and platform uses as potential conflicts of interest in its disclosures.

Client services

Financial planning Portfolio management

Expertise

Equity compensation tax strategy

Fee options

Percentage

$0 - $50,000: 1.90% $50,000 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,500,000: 0.75% $3,500,000 - $6,000,000: 0.50% $6,000,000+: Negotiated

Main office location

Emergent Global Investments

2020 Ponce De Leon Blvd, Ste 1101

Coral Gables FL 33134, United States

Number of offices

1

Most active in

Florida · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cesar M

Series 66

Coral Gables, FL

Emergent Global Investments

Cesar Murillo is a financial advisor with Emergent Global Investments, holding a Series 66 designation and 15 years of industry experience. He has worked at Emergent Global Investments since 2017 and previously at Aguila Asset Management. Outside of his advisory role, he is the business owner of North Atlantic Civil, a non-investment related venture. Emergent Global Investments provides discretionary and non-discretionary investment management and financial planning services to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation framework combined with multiple analytical approaches and offers portfolios that may include a broad range of traditional and alternative investments.

Equity compensation tax strategy
user avatar

Yenvy T

Series 65

Coral Gables, FL

Emergent Global Investments

Yenvy Truong is a financial advisor at Emergent Global Investments with one year of industry experience and holds a Series 65 designation. Prior to joining Emergent Global Investments, Truong worked at Upswing Health, Inc. and HealthSnap, Inc. Truong is also a co-founder of the nonprofit Higher, Inc. and volunteers with the Venture Mentoring Team. Emergent Global Investments provides discretionary and non-discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation framework combining fundamental, technical, quantitative, and qualitative analysis to construct customized portfolios.

Equity compensation tax strategy
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